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Cohu Receives Multiple Orders for Testing Next-Generation GaN Power Devices for AI Data Centers

2026-05-12 09:00 ET - News Release


SAN DIEGO -- (Business Wire)

Cohu, Inc. (NASDAQ: COHU), a global supplier of equipment and services optimizing semiconductor manufacturing yield and productivity, today announced that a leading semiconductor manufacturer has placed multiple orders totaling approximately $5 million for the DiamondX platform, delivering high-current capability, ultra-low resistance measurement accuracy and scalable multi-site throughput. The systems will support development and manufacturing of next-generation gallium nitride (GaN) power devices used in AI data center power architectures.

The orders expand Cohu’s position in the fast-growing AI data center market and reflects the ability of our product portfolio to meet the rising demand for higher-power and higher-efficiency power conversion as server power density and thermal constraints increase.

As AI accelerators and high-performance processing nodes drive higher power densities, data center operators are re-architecting power delivery to improve efficiency. GaN power devices play a central role in this transition, and Cohu’s test platforms are designed to support the full lifecycle of GaN adoption, from early development through high-volume deployment.

Cohu’s DiamondX test configurations for power devices enable high-precision characterization and production testing of GaN devices used across key AI data center power stages, including AC-DC front-end conversion, high-voltage DC-DC modules and advanced point-of-load power management ICs.

“AI data centers are fundamentally changing the performance requirements for power semiconductors,” said Luis Müller, Cohu President and CEO. “GaN devices offer compelling efficiency and power density advantages, and the DiamondX platform enables customers to test accurately and economically at scale as they move from device characterization to high-volume production.”

Cohu continues to invest in advanced power test architectures, aligning its roadmap with customer needs for enabling the next wave of AI infrastructure as well as across the industrial and automotive electrification markets.

About Cohu:

Cohu, Inc. (NASDAQ: COHU) was founded in 1947 and is a global technology leader supplying test, automation, inspection & metrology products, software analytics solutions and services to the semiconductor industry. Additional information can be found at www.Cohu.com.

Forward-Looking Statements:

Certain statements contained in this release and accompanying materials may be considered forward-looking statements within the meaning of the U.S. Private Securities Litigation Reform Act of 1995, including statements regarding anticipated revenue, market demand, customer qualifications or adoption, and the expected market expansion and/or success of Cohu’s platforms in power and AI data center applications; product performance metrics and anticipated benefits and related financial metrics; product market projected growth and market sizes and related revenue opportunities for Cohu systems; alignment of product and technology roadmaps with growth opportunities in AI infrastructure and industrial and automotive electrification markets; quarterly and annual revenue and profitability forecasts; and/or include words such as “may,” “will,” “should,” “would,” “expect,” “anticipate,” “plan,” “likely,” “believe,” “estimate,” “project,” “intend”; and/or other similar expressions among others. Statements that are not historical facts are forward-looking statements. Forward-looking statements are based on current beliefs and assumptions that are subject to risks and uncertainties and are not guarantees of future performance. Any third-party industry analyst forecasts quoted are for reference only and Cohu does not adopt or affirm any such forecasts.

Actual results and future business conditions could differ materially from those contained in any forward-looking statement as a result of various factors, including, without limitation: new product investments and product enhancements which may not be commercially successful; the semiconductor industry is seasonal, cyclical, volatile and unpredictable; recent erosion in mobile, automotive and industrial market sales; our ability to manage and deliver high quality products and services; failure of sole source contract manufacturer or our ability to manage third-party raw material, component and/or service providers; ongoing inflationary pressures on material and operational costs coupled with rising interest rates; economic recession; the semiconductor industry is intensely competitive, subject to rapid technological changes, and experiences consolidation of key customers for semiconductor test equipment; a limited number of customers account for a substantial percentage of net sales; significant exports to foreign countries with economic and political instability and competition from a number of Asia-based manufacturers; our relationships with customers may deteriorate; loss of key personnel; risks of using artificial intelligence within Cohu’s product developments and business; reliance on foreign locations and geopolitical instability in such locations critical to Cohu and its customers; natural disasters, war and climate-related changes, including related economic impacts; levels of debt; access to sufficient capital on reasonable or favorable terms; foreign operations and related currency fluctuations; required or desired accounting charges and the cost or effectiveness of accounting controls; instability of financial institutions where we maintain cash deposits and potential loss of uninsured cash deposits; significant goodwill and other intangibles as percentage of our total assets; increasingly restrictive trade and export regulations impacting our ability to sell products, specifically within China; risks associated with acquisitions, investments and divestitures such as integration and synergies; constraints related to corporate governance structures; share repurchases and related impacts; financial or operating results that are below forecast or credit rating changes impacting our stock price or financing ability; law/regulatory changes and including environmental or tax law changes; significant volatility in our stock price; the risk of cybersecurity breaches; enforcing or defending intellectual property claims or other litigation.

These and other risks and uncertainties are discussed more fully in Cohu’s filings with the SEC, including our most recent Form 10-K and Form 10-Q, and the other filings made by Cohu with the SEC from time to time, which are available via the SEC’s website at www.sec.gov. Except as required by applicable law, Cohu does not undertake any obligation to revise or update any forward-looking statement, or to make any other forward-looking statements, whether as a result of new information, future events or otherwise.

For press releases and other information of interest to investors, please visit Cohu’s website at www.cohu.com.

Contacts:

Investor Contact:
Cohu, Inc.
Matthew Hutton, 858‑848‑8106
Investor Relations

Source: Cohu, Inc.

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